WTIBX vs. EINFX
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Elfun Income Fund (EINFX).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. EINFX is managed by State Street. It was launched on Dec 31, 1984.
Performance
WTIBX vs. EINFX - Performance Comparison
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WTIBX vs. EINFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.28% | 7.38% | 1.99% | 7.47% | -13.13% | -0.58% | 8.49% | 8.80% | -0.17% | 4.74% |
EINFX Elfun Income Fund | -0.45% | 7.35% | -0.73% | 4.75% | -13.82% | -1.57% | 7.81% | 9.51% | -0.86% | 3.91% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.28% return, which is significantly higher than EINFX's -0.45% return. Over the past 10 years, WTIBX has outperformed EINFX with an annualized return of 2.34%, while EINFX has yielded a comparatively lower 1.45% annualized return.
WTIBX
- 1D
- 0.21%
- 1M
- -1.77%
- YTD
- -0.28%
- 6M
- 0.65%
- 1Y
- 4.09%
- 3Y*
- 4.24%
- 5Y*
- 0.80%
- 10Y*
- 2.34%
EINFX
- 1D
- 0.21%
- 1M
- -1.82%
- YTD
- -0.45%
- 6M
- 0.30%
- 1Y
- 3.43%
- 3Y*
- 2.51%
- 5Y*
- -0.58%
- 10Y*
- 1.45%
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WTIBX vs. EINFX - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is higher than EINFX's 0.29% expense ratio.
Return for Risk
WTIBX vs. EINFX — Risk / Return Rank
WTIBX
EINFX
WTIBX vs. EINFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Elfun Income Fund (EINFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WTIBX | EINFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.78 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.12 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.41 | +0.10 |
Martin ratioReturn relative to average drawdown | 4.81 | 3.78 | +1.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTIBX | EINFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.78 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | -0.09 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.28 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.79 | +0.24 |
Correlation
The correlation between WTIBX and EINFX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WTIBX vs. EINFX - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.82%, more than EINFX's 3.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | 3.82% | 4.11% | 4.04% | 3.66% | 3.23% | 3.08% | 3.95% | 3.95% | 3.55% | 3.50% | 3.43% | 3.55% |
EINFX Elfun Income Fund | 3.49% | 3.84% | 3.04% | 2.76% | 4.09% | 3.31% | 3.15% | 2.78% | 2.88% | 2.42% | 3.34% | 2.87% |
Drawdowns
WTIBX vs. EINFX - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, smaller than the maximum EINFX drawdown of -19.78%. Use the drawdown chart below to compare losses from any high point for WTIBX and EINFX.
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Drawdown Indicators
| WTIBX | EINFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -19.78% | +2.06% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -3.07% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -19.78% | +2.06% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | -19.78% | +2.06% |
Current DrawdownCurrent decline from peak | -2.27% | -5.73% | +3.46% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -3.57% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 1.15% | -0.21% |
Volatility
WTIBX vs. EINFX - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Elfun Income Fund (EINFX) have volatilities of 1.61% and 1.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | EINFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.62% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.59% | 2.76% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 4.85% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 6.47% | -0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 5.22% | -0.57% |